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Leavitt Group

Personal Lines Account Manager

Leavitt Group, Bristol, Virginia, United States, 24202

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Personal Lines Account Manager Bristol, VA | Full-Time BTJ Insurance – A Leavitt Group Affiliate leavitt.com/btj

BTJ Insurance, a

Leavitt Group affiliate

located in Bristol, VA, is seeking an experienced and service-focused

Personal Lines Account Manager

to join our growing team.

This position plays a key role in our personal lines service operations, supporting clients with policy servicing, coverage education, and risk mitigation while ensuring a positive customer experience.

Job Overview As a Personal Lines Account Manager, you’ll be the first point of contact for inbound personal lines service calls. You'll assist customers with changes to their policies, quoting, payments, verification of insurance, and identifying coverage gaps. You'll also work closely with internal team members to support retention, cross-selling, and service initiatives.

Key Responsibilities

Respond to incoming service requests promptly and professionally

Handle all aspects of personal lines servicing, including changes to vehicles, lienholders, coverage, and billing questions

Educate clients on coverage gaps and risk mitigation strategies

Provide quotes and cross-sell additional coverages where appropriate

Maintain accurate customer records and documentation in AMS360

Follow up on open service items and verify transactions with customers

Draft and send service-related correspondenceAssist team members and managers with service-related support tasks

Leverage personal lines product knowledge and carrier guidelines to support client needs

✅ Requirements & Qualifications

Property & Casualty license

preferred

2+ years of agency experience

in personal lines strongly preferred

Experience with AMS360 is a plus

Excellent written and verbal communication skills

Strong attention to detail and ability to maintain compliance standards

Dependable with a consistent and timely work ethic

Customer-first attitude with a proactive problem-solving mindset

Compensation & Benefits

$48,000 – $65,000/year , depending on experience

Medical, Dental & Vision Insurance

401(k) with employer match

HSA and FSA options

Paid vacation & sick leave

Wellness Program

Professional development opportunities

About BTJ Insurance & Leavitt Group BTJ Insurance is proud to be a part of the

Leavitt Group , one the largest privately‑held insurance brokerage in the U.S., with over

275 locations across 27 states . We specialize in commercial and personal insurance solutions and are appointed with top carriers across the country. As part of the Leavitt Group, we combine the strength of national partnerships with the service and culture of a local agency.

Ready to Apply? We’re looking for someone who thrives in a fast‑paced environment and values relationship‑based service. If you're ready to take the next step in your insurance career,

apply today!

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